Case Study: Brex achieves 70–90% faster Salesforce investigations with Sweep

Brex reduces Salesforce investigation time by 70–90% with Sweep

Brex, a finance software company, faced significant operational drag within its complex Salesforce environment. Their team, led by Business Systems Manager Dylan Hughes, was spending an excessive amount of time—often 20-50% of their week—investigating metadata relationships and untangling automation to answer basic stakeholder questions. This inefficiency eroded trust and prevented the team from focusing on strategic work, prompting them to seek a solution from the vendor Sweep.

By implementing Sweep's metadata agents and impact analysis tools, Brex gained instant system understanding. The solution allowed team members to "ask their metadata" and receive immediate, detailed answers about field usage, dependencies, and automation triggers. This enabled Brex to reduce its Salesforce investigation time by 70–90%, resolving questions in seconds that previously took days. Sweep provided strong, up-to-date documentation and boosted the team's confidence in making changes, fundamentally improving their operational efficiency.

Brex